I remember in the early '80's, I worked with DEC, IBM and the newly formed (now defunct) Sun Microsystems. IBM announced that they would be moving out of hardward and focusing on services. At the time, we all laughed.

I wonder if you can look at how Internet traffic is changing -- and combine it with where Internet services still need to be deployed -- to come up with the kinds of companies that will be in the S&P 500 by 2020

Phil - many Traditional Data Center Providers i.e. Verizon / AT&T / Century Link are examining possibility of moving away from the physical data center to cloud and using another provider for the physical space - why do you think that is happening?

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